Stockrabit · Analysts
Questions across 1 call

Keyur Pandya

ICICI Prudential Life Insurance Co

KEI Industries Limited

KEI Industries Limited CC-Sep24.pdf · 2024-10-16
Two questions. First, on the capacity side. So, thi s probably INR1,000 crores potential revenue capacity in Diwali would help us grow in, say, FY ' 25. So what will drive do we have enough capacity to grow in FY '26? That is first question. And second question from the balance sheet perspective, you mentioned that you would want to k eep your balance sheet debt-free. If I just take ballpark 15%, 16% kind of growth, say, for the next two, three years. Annually INR1,500 crores to INR1,700 crores kind of incremental sales would be required. And that will require incremental capex plus working ca pital of around INR800 crores, INR900 crores, considering capex plus working capital. So now is it fair that if the annual requirement of capital is INR800 crores, INR900 crores, till th at time, you won't raise further funds going ahead also? Basically, when your OCF or operating cash flow mee ts your capex plus working capital requirement, there won't be any fund raise?
Just clarification. So next year's growth, part of it depends on the, say, commissioning of the Sanand plant, correct? And that commission...